Product Manager

AxiTrust; Bengaluru; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

AxiTrust is seeking a results-oriented B2B Product Manager to own onboarding, journey design, and regulatory-compliance driven processes in a high-growth fintech environment in Bengaluru.

You will collaborate with founders, engineering, design, and compliance to design scalable, automated workflows for brokers and partners, improve user experience, and ensure audit-ready processes across the customer lifecycle.

Qualifications

• 4+ years in B2B fintech, lending, or Insuretech product management.
• Experience onboarding, process automation, and journey design.
• Familiarity with KYC/AML/compliance frameworks.
• Strong written and verbal communication skills.

Responsibilities

• Own end-to-end B2B customer and broker journeys and onboarding workflows.
• Map touchpoints, reduce friction, and improve engagement and NPS.
• Lead channel partnerships onboarding and align with core journeys.
• Drive automation for onboarding, document handling, and notifications.
• Collaborate with engineering, design, compliance, sales and customer success.
• Gather feedback and iterate UX for higher adoption.
• Ensure regulatory audits and reporting for applicable products.

Skills

B2B Product Management

Onboarding

Process Automation

KYC

CRM

E-signature

SaaS Tools

Regulatory Compliance

Tools

Workflow Automation Tools

APIs

CRM Systems

Job description

You will be the backbone of axiTrust's financial integrity-owning accounting, compliance, and investor reporting in a high-growth, technology-driven environment. You'll work directly with founders and global investors, implementing best-in-class processes and leveraging automation to drive efficiency and accuracy.

Responsibilities:

• Customer Journey Ownership: Design and optimise end-to-end B2B Customer and broker journeys, document collection, KYC, process updates, e-signatures, contract management, ongoing status notifications, and support.
• Journey Mapping & Experience Design: Map customer touch points, reduce friction, and improve clarity, engagement, and customer satisfaction using journey visualisation and segmentation best practices.
• Channel Integration Leadership: Build journeys for new partner channels (brokers, lead-generating platforms), ensuring seamless onboarding and a synchronised experience with core journeys.
• Process Automation & Communication: Drive automation for onboarding, document handling, notifications, and customer updates using proven SaaS tools and APIs, ensuring transparency and reducing manual
• Cross-Functional Collaboration: Work closely with engineering, design, compliance, sales, and customer success to build scalable, compliant, and delightful user experiences.
• Continuous Feedback & UX Iteration: Gather insights from customers and brokers, prioritise pain points, and launch iterative improvements for higher adoption, retention, and NPS.
• Regulatory & Audit Trail Oversight: Ensure B2B customer flows meet compliance, audit, and reporting standards for insurance and lending where applicable.

Requirements:

• B2B Product Management: 4+ years in B2B fintech, lending, or Insuretech platforms; direct experience in onboarding, process automation, and customer/broker journey design.
• Customer Experience Focus: Demonstrated ability to map and improve multi-step B2B onboarding and lifecycle journeys; experience with high-volume document handling, e-signature integration, CRM, and customer update automation.
• Channel Partner/Broker Onboarding: Experience optimising journeys for brokers, channel partners, or lead-gen platforms.
• SaaS/Workflow Tools: Hands-on use of workflow automation tools, APIs, and SaaS platforms for onboarding, KYC, document handling, and contract management.
• Regulatory Awareness: Familiarity with insurance, KYC/AML/compliance frameworks; ability to work within regulatory boundaries and ensure audit trail.
• Customer Communication: Excellent written and verbal skills; capable of distilling technical processes for diverse audiences and driving user-centric improvements.
• Preferred (Not Required): Financial underwriting experience is a plus, but not essential.

Preferences:

• Strong candidates from B2B Fintech Lending product backgrounds are encouraged.

What This Role Is Not:

• Not a data scientist or AI/ML model builder.
• Not responsible for algorithm or model architecture design.
• No requirement to code or develop new AI; rather, use and configure proven industry solutions and APIs.